Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 17 Apr 2025)
    • CF30 Customer (since 27 Mar 2025)
    • (13)Employed By (since 27 Mar 2025)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Functions requiring qualifications (22 Oct 2020 to 28 Mar 2025)
    • [FCA CF] Client dealing (22 Oct 2020 to 28 Mar 2025)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (22 Oct 2020 to 28 Mar 2025)
    • [FCA CF] Client dealing (22 Oct 2020 to 28 Mar 2025)
    • CF30 Customer (7 Nov 2019 to 8 Dec 2019)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.